with Kevin Muir and Patrick Ceresna
This week, Patrick Ceresna and Kevin Muir welcome to the show Alex Gurevich to talk about his new book; The Trades of March 2020: A Shield Against Uncertainty. Alex said someone should write a book about the market during the COVID crisis, and when no one else did, Alex stepped up to the plate. If you want to know what it’s like to be a hedge fund manager during a market crisis, then this is the conversation for you. Then Kuppy takes the helm and interviews his buddy Mark Moss to chat markets.
This week we welcome back to the show, legendary investor Jim Leitner. We have a fascinating discussion about how Jim sees the markets today. He’s definitely changed his tune from the last time he was on the show – believing the Fed has gone from being a tailwind at your back, to a headwind in your face. Jim explains how he is adjusting his portfolio for this new environment.